Berman Capital Advisors’s Midland States Bancorp MSBI Stock Holding History

Berman Capital Advisors’s Portfolio MSBI Stock Details MSBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$12K	Hold	497	–	–	﹤0.01%	1130
2021 Q2	$13K	Hold	497	–	–	﹤0.01%	1058
2021 Q1	$13K	Hold	497	–	–	﹤0.01%	943
2020 Q4	$8K	Hold	497	–	–	﹤0.01%	1005
2020 Q3	$6K	Buy	497 +449	+935%	+$6.4K	﹤0.01%	973
2020 Q2	$0	Sell	48 -174	-78%	-$2.68K	﹤0.01%	1743
2020 Q1	$3K	Hold	222	–	–	﹤0.01%	1046
2019 Q4	$6K	Hold	222	–	–	﹤0.01%	928
2019 Q3	$5K	Buy	+222	New	+$5.82K	﹤0.01%	948

Other funds holding MSBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Berman Capital Advisors's MSBI Position: Q3 2021 in Review

Berman Capital Advisors held its Midland States Bancorp (MSBI) position steady in Q3 2021 at 497 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Berman Capital Advisors first reported a position in MSBI in Q3 2019 and has held it in 9 quarters since. The position peaked at $13K in Q2 2021. 113 funds tracked by Wall St. Rank hold MSBI as of Q3 2021.

Berman Capital Advisors held 497 shares of Midland States Bancorp worth $12K as of Q3 2021.
Berman Capital Advisors left its Midland States Bancorp share count unchanged in Q3 2021.
Midland States Bancorp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1130 holding.
Berman Capital Advisors first reported a position in Midland States Bancorp in Q3 2019 and has held it in 9 quarters since.
Berman Capital Advisors's Midland States Bancorp position peaked at $13K in Q2 2021.
113 funds tracked by Wall St. Rank held Midland States Bancorp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.